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JERIX vs MGLMX
JERIX vs MGLMX Comparison
Open Charts JERIX vs MGLMX
Janus Henderson Global Real Estate I
Price$12.12
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets301.83M
MFS Global Real Estate R4
Price$16.64
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets2.3B
JERIX vs MGLMX Comparison Chart
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JERIX vs. MGLMX commentary
Jun 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JERIX is a Buy and MGLMX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.3B vs. JERIX (302M). MGLMX (2.53) and JERIX (2.52) have matching dividends . JERIX was incepted earlier than MGLMX: JERIX (18 years) vs MGLMX (10 years). MGLMX (0.95) is less costly to investors than JERIX (0.73). JERIX is a more actively managed with annual turnover of: 87.00 vs. MGLMX (48.00). MGLMX has a lower initial minimum investment than JERIX: MGLMX (0) vs JERIX (2500). JERIX annual gain was more profitable for investors over the last year : 10.91 vs. MGLMX (5.08). MGLMX (15.67) and JERIX (14.94) have equivalent 5 years return.
| JERIX | MGLMX | JERIX / MGLMX | |
| Total Expense Ratio | 0.73 | 0.94 | 78% |
| Annual Report Gross Expense Ratio | 0.73 | 0.95 | 77% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 6.132 | 3.238 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 2.3B | 13% |
| Annual Yield % from dividends | 2.52 | 2.53 | 99% |
| Returns for 1 year | 10.91 | 5.08 | 215% |
| Returns for 3 years | 10.16 | 1.07 | 950% |
| Returns for 5 years | 14.94 | 15.67 | 95% |
| Returns for 10 years | 42.33 | 23.44 | 181% |
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